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Departments and scope

Clear departments, and a view scope for each member.

Split your team into departments—sales, support, the Riyadh branch—and decide whether each member sees only their customers, their department’s, or everyone’s. Automatic conversation assignment follows the same departments.

SEE IT IN ACTION

Departments and scope

Split the team into departments and let each member see their own customers, their department, or everyone.

  • Permissions per feature and role
  • Internal chat and calls
  • A mobile app for the team
HOW IT WORKS

Three steps, and it’s running.

01

Create departments

With the names your team uses.

02

Place members

A member in one or more departments.

03

Set the scope

Own, department, or all.

WHY IT MATTERS

What you gain.

Branch organization

Each branch with its own customers.

Privacy

No one sees what isn’t theirs.

Fair distribution

Conversations go to the right department.

YOUR NEXT CHAPTER

Better relationships. Start with one step.